Inside Sales Consultant

About the role

Warner Pacific Insurance Services is a full-service general agency that provides insurance agents with sales assistance, innovative technology, and back-office support—the tools you need to grow your business in a rapidly changing marketplace. As an Executive Inside Sales Consultant, you will work in conjunction with an assigned Sales Consultant in high-volume territories to maximize sales. This role is also responsible for recruiting and engaging new brokers to place their group medical and specialty business through Warner Pacific, as well as conducting training seminars/webinars to describe the tools, services, and opportunities available.

Responsibilities

• Work in conjunction with the assigned Sales Consultant to meet and/or exceed monthly and annual sales goals.
• Develop and implement sales strategies with the assigned Sales Consultant to acquire new medical and specialty business through agents/brokers.
• Support all activity, including broker inquiries, in alignment with the assigned Sales Consultant, covering duties and assignments while the Sales Consultant is out.
• Conduct broker training and assist agents with marketing activities.
• Maintain frequent and effective contact with brokers and build active selling relationships to increase sales of all product lines.
• Serve as a liaison with product specialists to increase awareness of the specialty market and help identify brokers for sales potential in these lines of coverage.
• Prospect new or inactive brokers to find sales opportunities in alignment with the assigned Sales Consultant.
• Make outbound and follow-up sales calls to dormant, active, and high-potential brokers.
• Handle inbound sales calls, email inquiries, and product support questions from brokers.
• Demonstrate a solid understanding of market factors, carriers, plans, benefits, and guidelines in the California insurance landscape, as well as the Affordable Care Act.
• Develop an evolving understanding of level-funded, self-funding, and out-of-state (OOS) dynamics.
• Note potential workflow enhancements and communicate them to your supervisor for consideration.
• Demonstrate consistent, outstanding judgment, honesty, and integrity in all aspects of job performance.
• Record all activity in the CRM tool (Salesforce), including conversations, meetings (virtual and face-to-face), email communications, and quote requests.

Requirements

• Minimum of a high school diploma, GED, or equivalent; advanced education or degree preferred.
• 3-5 years of healthcare/medical sales experience preferred.
• 2-3 years of proven track record meeting or exceeding sales goals.
• Preferred experience tracking sales activity in a CRM tool.
• Preferred resident of Southern California.
• Valid California life/health insurance license.

Skills

• Ability to think and act independently.
• Exceptional interpersonal skills.
• Exceptional written and oral communication, as well as experienced presentation skills.
• Demonstrated ability to maintain and foster positive, open communication channels with internal and external customers.
• Computer literacy with proficiency in Microsoft Word, Excel, and PowerPoint.

Pay

Salary Range: $80,000–$107,500 annually, plus a bonus plan for achieving specific sales goals. Actual compensation may vary based on work experience, education, and/or skill level.